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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2023-11-02 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management, Llc | Seattle | WA | 05/2015 | Present |
TRUSTEE FOR THE GR FAMILY TRUST. NOT INVESTMENT-RELATED BUSINESS. ADDRESS OF OTHER BUSINESS IS P.O. BOX 1605, BELLEVUE, WA 98009. 01/01/2009 START DATE. 1 HOUR DEVOTED TO THIS OTHER BUSINESS. 0 HOURS DEVOTED TO THIS OTHER BUSINESS DURING SECURITIES TRADING HOURS. DUTIES INCLUDE MAINTAINING INSURANCE POLICIES IN GOOD STANDING TO MEET TRUST OBLIGATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-04 |
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